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You go into the case studies of just how what has been a very public spat has fallen out into some key of future crises for these companies. Yeah, absolutely. So you do have this feud with Donald Trump, which is a big deal.I mean, I think you look at like, why has Tesla stock fallen over the past six months or so. A big a big reason of that is it's kind of like it hit a high just after the election. And we've got had kind of a reverse Trump train.But once you back away from the Trump of it all, you start to ...

I go to you first about the optimism already baked in the market. We're at record highs again. How high is the bar for earnings this week.They are having me on the bars pretty high as we come in the queue, too. It seems like a lot of companies are really posting some or are expected to post some results that are relatively resilient, especially compared to where people thought tariffs were going to be in early April, that the thought that that was going to hit margins pretty materially. We're looking at Q2 ...

SharePoint, a software where you can be it's a data management application for Microsoft and indeed it could be exposed to hackers. Tens of thousands of businesses could be affected. Let's get to it.Rebecca Brody Ford And it's not a share impact, but it could be a real impact for users. That is absolutely right. If you have a co-worker who sends you a file, there's a good chance it's on SharePoint.I mean, this is a very well used, pervasive program from Microsoft. And what is interesting about this situatio ...

[CC may contain inaccuracies] After years of speculation, high stakes negotiations and more than a few Elon Musk posts, Onex has finally made its moves into India. But if you were expecting a Gigafactory or ,000,000,000 investment, that is not what's happening, at least not yet, for a government that's built its entire industrial push around manufacturing locally. At the Make in India slogan, the decision to import cars may feel a little underwhelming.There's no major manufacturing announcement or capital o ...

We don't predict the Taiwan dollar would we uh we simply described the potential impact to us and as I said there are six factors affecting the profitabilities. uh foreign exchange rate is something that we cannot control but there were such ex uh instances before where the foreign exchange rates uh was not in our favor but we managed to lean on other factors uh so that we are able to keep our profitability and that's what we are planning to do. Do you have contingency plans in place for a more rapid apprec ...

One of your investors says that the the product is the factory. Just explain that. So we view our job as to industrialise the country and from the seventies to the 2020s, we really like offshored everything we possibly could.And it's this whole system of both our software powered by Opus, as well as this new American workforce that creates this factory system. And that is the real output to our customers is like, what are we producing. How accurate is how on time it is.And this full stack factory autonomy a ...

What is it that you're most focused in on in zeroed in on this earnings period. Well, you know, what's interesting when I reflect back on it's been such a busy year, so much news. But one of the things that I think has been maybe appreciated by the market but not appreciated as much by the commentators is what a reinforcing narrative we've seen around.So of course, we're focused on tariffs, we're focused on on everything that's happening at the Fed. But if we roll the clock back to the start of the year and ...

You know what it's like being inside the Fed. You understand the independence of the Fed. But what have you made of this scenario as somebody that's now left the Fed behind and works principally as a private markets investor.Yeah, look, I think the most direct relationship between Fed policy and technology investing and venture capital investing is the path of interest rates. And in particular, what that means is, you know, interest rates have such a huge impact on valuations and returns in the private mark ...

What was not to like with Netflix, right. Luke Lucas This is just like a high bar that's been set by Wall Street, and the company did really well. Yeah, I think you you nailed it with the high bar.Look, this. There was nothing in the results to dislike. It's not like they.They beat on any metric by some huge amount, but they beat on everything. I think it's just. It's a stock that has doubled over the last year. It's a stock that had been up by 40 to 50% so far this year.And it's even though it is now the m ...